Optimal Transmission Planning (OTP)
Important Materials & Deadlines
May 5, 2025 | Deadline to submit Stakeholder Proposals for the OTP & TRP framework
April 30, 2025 | Stakeholder Feedback Due | OTP Framework Options Paper Written Feedback
April 17, 2025 | OTP and TRP Kick-Off Session Recording Posted
April 9, 2025 | Materials | OTP and TRP Kick-Off Presentation Posted
April 1, 2025 | OTP Framework Options Paper Posted
Purpose and Objectives
- We are committed to developing an Optimal Transmission Planning Framework through meaningful consultation with stakeholders
- The proposed stakeholder engagement approach includes consultation sessions, written feedback cycles, and information sessions
- The approach aims to:
- Ensure meaningful stakeholder engagement before commencing regulatory processes
- Develop and implement the new optimally planned transmission planning framework to align with government directives
- Implement the Optimal Transmission Planning Framework in the 2027 Long-Term Transmission Plan (LTP)
OTP and TRP High-Level Engagement Schedule
Background
In the Minister of Affordability and Utilities (MAU or Minister) July 2024 letter, the AESO was directed to implement changes to its current transmission planning framework. More specifically, the MAU announced that it has decided to “move away from the current zero-congestion transmission planning standard to an optimally planned transmission planning standard.” The MAU indicated that it is committed to continued collaboration with the AESO as it moves “towards the implementation of a new market and transmission framework to better enable a reliable, affordable, and sustainable electricity system for all Albertans.”
Important Materials & Deadlines
May 5, 2025 | Deadline to submit Stakeholder Proposals for the OTP & TRP framework
April 30, 2025 | Stakeholder Feedback Due | OTP Framework Options Paper Written Feedback
April 17, 2025 | OTP and TRP Kick-Off Session Recording Posted
April 9, 2025 | Materials | OTP and TRP Kick-Off Presentation Posted
April 1, 2025 | OTP Framework Options Paper Posted
Purpose and Objectives
- We are committed to developing an Optimal Transmission Planning Framework through meaningful consultation with stakeholders
- The proposed stakeholder engagement approach includes consultation sessions, written feedback cycles, and information sessions
- The approach aims to:
- Ensure meaningful stakeholder engagement before commencing regulatory processes
- Develop and implement the new optimally planned transmission planning framework to align with government directives
- Implement the Optimal Transmission Planning Framework in the 2027 Long-Term Transmission Plan (LTP)
OTP and TRP High-Level Engagement Schedule
Background
In the Minister of Affordability and Utilities (MAU or Minister) July 2024 letter, the AESO was directed to implement changes to its current transmission planning framework. More specifically, the MAU announced that it has decided to “move away from the current zero-congestion transmission planning standard to an optimally planned transmission planning standard.” The MAU indicated that it is committed to continued collaboration with the AESO as it moves “towards the implementation of a new market and transmission framework to better enable a reliable, affordable, and sustainable electricity system for all Albertans.”
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Purpose
The AESO has identified outstanding questions for stakeholders to consider and respond to, following the publication of the OTP Framework Options Paper, which relate to the further development of the OTP framework design. The AESO values stakeholder input and invites all interested parties to provide their feedback on the OTP Framework Options Paper via the following stakeholder feedback form by April 30, 2025 at 4:00 p.m. MT. Please be as specific as possible with your responses. Thank you for your input.
Instructions
- Please fill out the sections below as indicated
- Only one completed feedback form will be accepted per organization
- To upload your completed feedback form:
- You will need to be registered and signed in on the AESO Engage platform
- When completed, click on the "Submit Stakeholder Feedback" box below to upload your completed feedback form
- All responses will be shared on AESO Engage in their original format
- Responses due by April 30, 2025, at 4:00 p.m. MT
Questions
Based on the OTP Framework Options Paper, please provide comments on the key decisions and options presented in the following questions:
1. Do you align with the intent of the objectives and principles presented in the OTP Framework Options Paper? Do you require additional clarification or information?
2. Decision A1: How should “optimal” be defined in OTP?
- Non-zero congestion thresholds or other models
- Multi-value benefit/cost framework
3. Decision A2: How should transmission needs be assessed?
- Separate planning process for each type of driver
- Consolidated, multi-driver planning process
4. Decision A3:Over what planning horizon should OTP be applied?
- Long-term only
- Near-term and long-term
5. Decision B1: What is the appropriate overall benefits perspective?
- Total electricity system cost
- Ratepayer impacts only
6. Decision B2: What criteria should be used to evaluate and select solutions?
- Net benefits
- Benefit-to-cost ratios
- Benefit-to-cost ratios and net benefits
- Least regrets
7. Decision B3: How should potential solutions be assessed?
- Project-based
- Portfolio-based
- Project-based and portfolio-based
8. Decision B4: What benefits should be considered and calculated?
- Prescriptive
- Flexible with guidelines
9. Decision B5: How to capture a realistic level of congestion cost in planning?
- Scaling for missing congestion
- Refine model to quantify missing congestion
- Scaling with model improvement
10. Decision B6: How should generation investment cost be considered?
- Ignore generation investment costs reduction
- Quantify generation investment cost savings when relevant
11. Is there any design element missing from the OTP Framework Options Paper? If so, please provide details on the element and its importance to the OTP framework development:
12. The AESO OTP Options Framework Paper proposes using the above non-exhaustive decisions and options as a starting point for engaging stakeholders in the development of the OTP framework design in Alberta. Do you have an alternative OTP framework design for Alberta? If so, please summarize.
13. Based on the OTP methodology that is presented in the appendix, should the Transmission Reinforcement Payment (TRP) factor into that OTP methodology? If so, please summarize.
14. If you have an alternative OTP framework design, should the Transmission Reinforcement Payment factor into that alternative approach? If so, please summarize.
Materials
Refer to the OTP Framework Options Paper and Written Feedback Form.
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Purpose
An important piece of the first sprint, which will run from May 12 - 15, 2025, will be to hear stakeholders' perspectives and proposals on what they think the OTP & TRP framework could look like.
The intent of these presentations is to broaden the initial starting points and hear different points of view, help identify misalignment early and collaboratively shape the OTP/TRP design.
Proposal Parameters
All proposals must align with the OTP engagement development objective and adhere to its principles. Specifically, each proposal should:
1. Demonstrate alignment with the OTP Framework's Objective & Principles
All proposals should demonstrate how the alternative supports in the development of economically-efficient transmission projects.
Your stated assumptions on the role of TRP within the framework.
2. Promote Transparency
All presentations should clearly outline all methods, assumptions, and rationale leveraged in its development.
All assumptions used in the proposal's design or assessment should be consistent with those already established within REM and other AESO initiatives
3. Ensure Reasonable Implementation
Topics and perspectives presented should be compatible, functionally aligned, and feasible with the REM and other initiatives that work within the Alberta Market.
Instructions
- Stakeholder proposals are limited to 30-minutes of presenting and 15 minutes Q&A.
- You have the opportunity to bring a subject matter expert from your organization to assist with presenting your proposal.
- To submit your proposal, you will need to be registered and signed in on the AESO Engage platform.
- Click on the "Submit Stakeholder Proposal" box below to submit proposals.
- One proposal per organization.
- All proposals will be shared on AESO Engage (unless otherwise requested).
- Proposals are due on or before May 5, 2025.
- Stakeholder proposals are limited to 30-minutes of presenting and 15 minutes Q&A.
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CLOSED: This survey has concluded.
Purpose
To learn more about how other jurisdictions approach optimal transmission planning, please see the provided links to jurisdictional examples and information. Additionally, we would like to hear from you on the questions provided below.
Please note that these materials are for illustrative and educational purposes only and should not be interpreted as support for a particular methodology.
Instructions
- To submit your feedback, you will need to be registered and signed in on the AESO Engage platform.
- Please click on the "Complete Stakeholder Feedback" box below to provide your specific comments.
- You are not required to submit only one feedback per organization.
- Results will be posted on AESO Engage, in their original state
Stakeholder Questions
- Are there other jurisdictions with OTP practices that the AESO should further explore? If yes, please highlight specific element(s) of certain OTP practices you would like us to focus on, as well as the resulting benefits to an Alberta framework.
- Do you have additional attachments or formatted versions of your responses that you would like to submit? If so, please submit here.
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CLOSED: This survey concluded Jan. 9, 2025.
Purpose
We value your input and would like to ask all interested stakeholders to provide their feedback on the AESO's proposed stakeholder engagement approach to the Minister of Affordability & Utilities' direction to develop a new optimally planned transmission planning framework.
The brief survey will remain open during the initiative and results of the survey will be shared on AESO Engage, in their original state.
Thank you in advance for providing this important feedback.
Instructions
- To submit your feedback, you will need to be registered and signed in on the AESO Engage platform.
- Please click on the "Complete Stakeholder Feedback" box below to provide your specific comments.
- Please submit one completed Stakeholder Feedback per organization.
- Results will be posted on AESO Engage, in their original state.
Stakeholder Survey Questions
- Please indicate which category your organization predominantly represents:
- Generation (thermal or diversified fuel mix)
- Load
- DFO / TFO
- Renewables
- Storage
- Retailer
- Academia
- Other
- Name of Organization
- First and Last Name
- Do you have any feedback on the AESO's proposed stakeholder engagement approach and schedule?
- If you would like to provide a formatted document version of your response, you can do so here.
- Additional questions or comments?
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Level of Engagement
Consult: Gather input and feedback from stakeholders
Refer to the AESO's Engagement Framework for our approach to engagement.
Proposed Engagement Lifecycle
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Pre-Engagement | Q3 2024 - Q1 2025
Optimal Transmission Planning (OTP) has finished this stage -
Engagement on OTP Framework | Q1 - Q3 2025
Optimal Transmission Planning (OTP) is currently at this stage -
ISO Rule Drafting & Feedback | Q3 2025
this is an upcoming stage for Optimal Transmission Planning (OTP) -
AUC Process | Q4 2025 - Q3 2026
this is an upcoming stage for Optimal Transmission Planning (OTP) -
Implementation | Q4 2026 - Q1 2027
this is an upcoming stage for Optimal Transmission Planning (OTP)
AESO Materials
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OTP and TRP Information Session (Posted 09APR2025 Updated 15APR2025) (2.19 MB) (pdf)
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Optimal Transmission Planning (OTP) Framework Options Paper_Posted 01APR2025 (2.28 MB) (pdf)
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OTP Framework Options Paper - Written Feedback - Posted 31APR2025 (238 KB) (docx)
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REM Design Finalization Session Week 1 - Summary - Posted 07MAR2025
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AESO REM DFS - Week 1 Presentation - Posted 28FEB2025
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OTP Practice in Other Jurisdictions - Posted 29JAN2025 (432 KB) (pdf)
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Grid Reliability Information Session Presentation_ OTP Slides 51-56 _Posted_ Nov. 20_ 2024_
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OTP and TRP Timeline (posted 10APR2025) (92.1 KB) (jpg)
Who's Listening
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Email ata.rehman@aeso.ca -
Email peter.huang@aeso.ca
Contact Us
If you have questions about the proposed engagement approach process, please contact stakeholderrelations@aeso.ca